Getting Started with the Net Worth Tracker

Quickly get started with a net worth Google Sheet.

Written by Heather Phillips Updated over a week ago

Tiller's Net Worth Tracker for Google Sheets helps you tally your assets, liabilities, and net worth. You can link accounts connected to Tiller for automatic daily updates, and you can manually enter other assets and liabilities not connected to Tiller. This template focuses on balances and does not include transactions.

Review the getting started video or read on below.

1. Review your accounts

You’ll see a list of all the accounts you’ve linked to the sheet from the Tiller Console in the “Accounts linked to Tiller” section of the Accounts sheet. Double check the class setting (asset or liability) for each account. Use the class override column to set the class if it’s pulling in incorrectly or as “unknown.” Assign a group to your accounts to help keep them organized.

Track accounts Tiller can't automate

Add accounts you want to track manually or that can’t be automated by Tiller by entering them into the “Unlinked Accounts” table to the right on the Accounts sheet.

2. Check your net worth

3. Understand net worth trends

Review the Trends sheet to understand your net worth and how it changes over time for all your accounts. You can also customize the date range and time period settings for a different view of your net worth trends over time.

Extras!

Take your net worth tracking a step further with these additional resources.

Manually add balance history

If you’re just starting with Tiller we’ll only be able to pull in the balance data from the date you linked the account to your Tiller Console. If you want to see historical net worth data you can easily manually add this data to the Balance History sheet to get greater clarity about how your net worth has changed over time.